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Not Investment Advice

PCBIX

Principal MidCap Institutional
1W: -1.4% 1M: -6.7% 3M: -7.4% YTD: -10.6% 1Y: -17.7% 3Y: +18.2% 5Y: +5.7%
$38.35
-0.06 (-0.16%)
 
Weekly Expected Move ±1.8%
$37 $38 $38 $39 $40
ETF NASDAQ · AUM $22.4B

Institutional Ownership — PCBIX

2
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (4 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MOODY LYNN LIEBERSON & WALKER, LLC 23,680 908K — +0.0% 11Q SEC ↗
2 OAKWORTH CAPITAL, INC. 5,488 210K — +0.0% 4Q SEC ↗
3 McIlrath & Eck, LLC NEW 129 5K — +0.0% 1Q SEC ↗
4 Garton & Associates Financial Advisors 0 0K -2,563 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
McIlrath & Eck, LLC 129 5K
Sold Out (1)
HolderPrev SharesPrev Value
Garton & Associates Financial Advis 2,563 98K
Biggest Increases (0)

None.

Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms